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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
USAA
851
United Services Automobile Association
Texas
$6.1M – – –
AAP
852
Ardsley Advisory Partners
Connecticut
$6.04M -$21.6M -69,500 -76%
AI
853
Atom Investors
Texas
$6.03M +$6.52M +20,961 +1,397%
TFS
854
Thoroughbred Financial Services
Tennessee
$5.99M -$7.15K -23 -0.1%
RDWM
855
Red Door Wealth Management
Tennessee
$5.99M +$506K +1,626 +8%
FC
856
FORA Capital
Florida
$5.98M +$6.93M +22,291 New
SWM
857
Selective Wealth Management
Virginia
$5.93M -$212K -681 -3%
DJSG
858
D.J. St. Germain
Massachusetts
$5.92M -$196K -630 -3%
SBFM
859
S-Bank Fund Management
Finland
$5.89M +$6.83M +21,965 New
SW
860
SteelPeak Wealth
California
$5.81M +$1.46M +4,686 +28%
WTFG
861
Wells Trecaso Financial Group
Ohio
$5.81M +$6.73M +21,645 New
RAM
862
Roanoke Asset Management
New Jersey
$5.79M – – –
GMFG
863
Greater Midwest Financial Group
Minnesota
$5.76M +$286K +920 +4%
KCM
864
Kornitzer Capital Management
Kansas
$5.75M -$373K -1,200 -5%
MIC
865
Means Investment Company
Maine
$5.75M -$6.32M -20,318 -49%
VVP
866
Venture Visionary Partners
Ohio
$5.74M -$1.25M -4,028 -16%
YIA
867
YHB Investment Advisors
Connecticut
$5.74M +$379K +1,217 +6%
DT
868
Diversified Trust
Tennessee
$5.73M +$1.7M +5,457 +34%
VA
869
VestGen Advisors
Illinois
$5.72M +$6.62M +21,299 New
DF
870
DNCA Finance
France
$5.66M -$4.04M -13,000 -38%
TCOK
871
Trust Company of Kansas
Kansas
$5.65M -$89.3K -287 -1%
RCM
872
RB Capital Management
Nevada
$5.64M -$55.4K -178 -0.8%
GS
873
GWN Securities
Florida
$5.64M +$5.72M +18,385 +1,671%
NP
874
NorthRock Partners
Minnesota
$5.64M +$108K +347 +2%
S
875
SignatureFD
Georgia
$5.62M +$348K +1,120 +6%
33 34
35
36 37